Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC is an SEC-registered wealth manager in Cincinnati, OH with $396.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Family Wealth Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130595, SEC 801-62921, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $396.2M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 7
- Clients
- 219
- CRD
- 130595
- Ownership
- GROSSHEIM, ROBERT, JOHN; BARNHOLTZ, KIMBERLY, JANE
How much AUM does Family Wealth Advisory Group, LLC have?
Family Wealth Advisory Group, LLC reported $396.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Family Wealth Advisory Group, LLC?
Disclosed owners and executives of Family Wealth Advisory Group, LLC include GROSSHEIM, ROBERT, JOHN, BARNHOLTZ, KIMBERLY, JANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.